Financial Adviser · SYDNEY, NSW

Oliver Conick

36 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000071

Oliver Conick is a financial adviser based in Sydney, New South Wales, with 36 years of experience in the financial services industry. Oliver is currently authorised under Conicklaird Pty Ltd. Oliver holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Oliver is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds Margin Lending

Restrictions: Deposit and payment products limited to basic deposit products and deposit products other than basic deposit products

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Business
University of Technology Sydney
2001
Graduate Diploma in Financial Markets
Securities Institute of Australia
2001
SDIA Accreditation Program
Securities and Derivatives Institute of Australia
2003
Certified Financial Planner
Financial Planning Association
2021
MAI769 Ethics for Financial Services (Intensive)
Ethics - Deakin University

Registration History

Mar 2005 - Present Current
Deposit and payment products limited to basic deposit products and deposit products other than basic deposit products

Source: ASIC Financial Advisers Register